Revenue Cloud Consultant Revenue-Cloud-Consultant-Accredited-Professional Salesforce Study Notes

A Revenue Cloud consultant needs to understand the client’s business, their products or services, and their sales process before they can effectively scope a Revenue Cloud project.

A. A sample proposal the client provides to their customers: This document can give the consultant insights into the client’s current sales process, pricing strategies, and customer interactions1.

B. Brochures that provide detail to the products and services the client offers: These materials can help the consultant understand the client’s product offerings, their unique selling points, and how they position themselves in the market1.

D. An approval matrix documentation that describes the approvals needed before a quote is sent to the customer: This document can help the consultant understand the client’s internal approval processes, which is crucial for configuring the approval workflows in Revenue Cloud2.

C. The latest release notes found at help.salesforce.com>salesforce CPQ patch notes: While these notes are important for staying updated on the latest features and bug fixes in Salesforce CPQ, they may not directly help the consultant understand the client’s specific project requirements3.

E. The client’s income statements and balance sheet: While these financial documents can provide valuable insights into the client’s financial health and performance, they may not directly contribute to understanding the client’s Revenue Cloud project requirements1.

References: Salesforce Revenue Cloud documents1, Salesforce Approval Processes2, Salesforce CPQ Patch Notes3.

User acceptance testing (UAT) is a process of verifying that a software solution meets the business requirements and expectations of the end users. UAT is usually performed in a test environment by a representative group of users before the software is deployed to production. UAT is essential for ensuring the quality, usability, and functionality of the software, as well as the satisfaction and adoption of the users. To make UAT efficient, some of the planning strategies that should be taken are:

• Define and agree on acceptance criteria with customer: Acceptance criteria are the specific and measurable conditions that the software must meet to be accepted by the customer. They are derived from the business requirements and user stories, and they serve as the basis for designing and executing the UAT test cases. Defining and agreeing on the acceptance criteria with the customer before the UAT phase ensures that both parties have a clear and common understanding of what constitutes a successful outcome, and reduces the risk of ambiguity, confusion, or disagreement during the testing process. 12
• Train UAT testers on the new functionality: UAT testers are the end users who will evaluate the software and provide feedback on its performance, usability, and suitability for their needs. They should be familiar with the business processes and workflows that the software supports, as well as the new features and enhancements that are being tested. Training the UAT testers on the new functionality before the UAT phase helps them to prepare for the testing activities, understand the expected behavior and results of the software, and identify and report any issues or defects that they encounter. Training also increases the confidence and competence of the UAT testers, and improves the quality and efficiency of the testing process. 34
• Finalize test plans before the build phase completes: Test plans are the documents that outline the scope, objectives, approach, resources, schedule, and deliverables of the UAT phase. They specify the test cases, scenarios, data, tools, and methods that will be used to verify the acceptance criteria of the software. Finalizing the test plans before the build phase completes ensures that the UAT phase is well-planned, organized, and ready to start as soon as the software is delivered to the test environment. It also allows for early detection and resolution of any gaps, risks, or dependencies that may affect the testing process. [5] [6]

References:

• Learn About User Acceptance Testing
• User Acceptance Testing Strategies for Large Data Volume Scenarios
• 5x Salesforce Professional Revenue Cloud Tests 2023
• A Guide to Salesforce User Testing (UAT)

The benefits of having trained customer CPQ admins participate in the planning, design, and build phases include:

• A. Facilitates a more efficient test phase: Trained CPQ admins can leverage their understanding of both the platform's capabilities and the company's specific requirements to craft more effective tests and more quickly identify potential issues.
• E. Customer is better equipped to scale and maintain functionality post-go-live: With deep involvement in the project phases, CPQ admins gain a thorough understanding of the setup and customization, which empowers them to manage, scale, and adapt the system as business needs evolve without always relying on external support.

These benefits highlight the importance of involving knowledgeable internal team members in significant project phases to ensure long-term success and operational efficiency.